The Goal: Approve an individual component within a certification program so the enrollee can proceed to the next step in the program.
Before You Begin:
- The component must be configured to Requires Approval (Edit Course/Task/Exam → Requires Approval).
- The participant must already be enrolled in the certification program.
Step-by-Step Instructions
When a component is set to require approval, it will appear in the Action Required section of the Continuing Education Overview tab, and will also be accessible on the Tracking page. Use either method below.
Option A — Via the Overview tab
- Go to Events & Learning, Continuing Education section. The Overview tab will display by default.
- In the Action Required / Activity panel, locate the component awaiting approval and click the checkmark icon.
- A confirmation dialog will appear. Click OK to approve the component. The component will be removed from the Activity panel. If the next component in the program also requires approval, it will appear in the panel.
Option B — Via the Tracking page
- Go to Events & Learning, Continuing Education section, click Tracking.
- Find the enrollee in question and click the checkmark in the far-right Actions column.
- The Progress Tracker will open. Approve components individually via the Approved column, or use the Mark All Approved button to approve all at once.
- Click Done.
Common Pitfalls
- Component not appearing: Verify the component's Requires Approval setting is enabled and the participant is actively enrolled (status: In Progress).
- Sequential components: Only the current pending component displays in the Activity panel. Additional components requiring approval will appear one at a time as each is approved.